GM Advisory Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

GM Advisory Group’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$401K	Buy	2,117 +2	+0.1%	+$387	0.02%	263
2025 Q4	$383K	Buy	2,115 +25	+1%	+$4.49K	0.02%	249
2025 Q3	$370K	Buy	2,090 +77	+4%	+$13K	0.02%	224
2025 Q2	$318K	Sell	2,013 -104	-5%	-$15.5K	0.02%	233
2025 Q1	$320K	Sell	2,117 -749	-26%	-$121K	0.02%	211
2024 Q4	$471K	Buy	2,866 +1,658	+137%	+$283K	0.03%	173
2024 Q3	$202K	Buy	+1,208	New	+$196K	0.01%	242
2023 Q1	–	Sell	-2,932	Closed	-$407K	–	189
2022 Q4	$407K	Hold	2,932	–	–	0.04%	127
2022 Q3	$378K	Hold	2,932	–	–	0.05%	130
2022 Q2	$399K	Hold	2,932	–	–	0.06%	125
2022 Q1	$473K	Buy	+2,932	New	+$467K	0.06%	127

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

GM Advisory Group's IWN Position: Q1 2026 in Review

GM Advisory Group increased its iShares Russell 2000 Value ETF (IWN) stake by 0.09% in Q1 2026, buying an estimated $387 and bringing the position to 2,117 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #263.

GM Advisory Group first reported a position in IWN in Q1 2022 and has held it in 11 quarters since. The position peaked at $473K in Q1 2022. 1,034 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

GM Advisory Group held 2,117 shares of iShares Russell 2000 Value ETF worth $401K as of Q1 2026.
GM Advisory Group bought 2 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $387.
iShares Russell 2000 Value ETF made up 0.02% of GM Advisory Group's portfolio in Q1 2026, its #263 holding.
GM Advisory Group first reported a position in iShares Russell 2000 Value ETF in Q1 2022 and has held it in 11 quarters since.
GM Advisory Group's iShares Russell 2000 Value ETF position peaked at $473K in Q1 2022.
1,034 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.